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Sponsor portfolioTH

SPENCE BROTHERS

EIN 38-1055820-construction-Latest filing 2025
Plans
2
Retirement
2
$42.6M assets
Welfare
0
Participants
158
203 S WASHINGTON AVE SUITE 360 - SAGINAW, MI 48607989-321-8998spencebrothers.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#006ESOP-$21.6M - 77 part#005401k-$21.0M - 81 part

Retirement portfolio analytics

2 plans aggregated / $42.6M assets / 158 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • EMPLOYEE STOCK OWNERSHIP (#006)51%
  • BROTHERS PROFIT SHARING/401(K) (#005)49%
Total $42.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BROTHERS PROFIT SHARING/401(K) (#005)81
  • EMPLOYEE STOCK OWNERSHIP (#006)77
Total 158Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

SPENCE BROTHERS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.6M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

SPENCE BROTHERS PROFIT SHARING/401(K) PLAN

401k

Assets$21.0M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006SPENCE BROTHERS EMPLOYEE STOCK OWNERSHIP PLANESOP$21.6M772025
005SPENCE BROTHERS PROFIT SHARING/401(K) PLAN401k$21.0M812025
Retirement plans
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